The candidate must be in EST or Central Time Zone. Willing to Work EST hours.
Our client is seeking a dynamic individual to play an essential role in the execution phase of their merger and acquisition (M&A) activities. This includes pivotal involvement in analytical support, due diligence, and the operational aspects of acquisitions, greenfield, and brownfield transactions. The ideal candidate will be responsible for a broad range of tasks aimed at facilitating the seamless execution of deals, from initial planning stages through to finalization.
Core Responsibilities:
- Manage all aspects of deal execution, including tracking of all transactions, coordinating meetings, and maintaining regular communication with deal team members.
- Engage in all transaction-related meetings and contribute to internal strategy discussions.
- Assist in creating and delivering detailed presentations for potential partners, internal teams, and the board of directors, showcasing financial analyses and research findings.
- Conduct comprehensive due diligence, research, and analysis across various transactions, ensuring meticulous documentation and reporting.
- Identify and communicate potential transaction challenges to the team promptly.
- Handle communications with sellers, ensuring detailed note-taking during discussions, managing email correspondence, and providing timely follow-ups.
- Execute in-depth financial and valuation analyses to assess the viability of potential deals.
- Proactively identify, escalate, and manage any issues, risks, or required actions that arise during the deal process.
- Regularly update the leadership team and stakeholders on the progress of transactions and any significant developments.
- Monitor and report on the progress of multiple projects, ensuring timely completion of tasks.
- Create and present updates to key stakeholders as necessary, emphasizing continuous improvement and strategic development.
- Evaluate existing systems and processes for potential enhancements, contributing to the implementation of effective process changes.
- Support the creation and maintenance of standard operating procedures (SOPs) for both new and existing processes.
- Conduct ad-hoc data analyses to support strategic decision-making and assist in the preparation of board presentations.
- Fulfill additional responsibilities as required and travel for business engagements as needed.
Qualifications:
- Open to occasional travel nationwide.
- Bachelor's degree from an accredited institution. Our client welcomes candidates from all fields of study.
- At least 1 year of experience in investment banking, corporate development, or a similar role focused on transaction execution.
- Solid understanding of accounting principles and financial modeling techniques.
- Experience in developing, tracking, and integrating project and business key performance indicators (KPIs).
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint, and familiarity with project management tools such as Smartsheet, Monday.com, or equivalent.
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